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Level 1
Sep 29, 2025 3:04 PM UTC
Solved

What-If form

Can I use the what-if form to see effect of rolling IRA funds into a Roth?

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    Sep 29, 2025 3:13 PM UTC

    Sure.   Is it all pre-tax?  Just enter it as IRA income.

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    Sep 29, 2025 3:13 PM UTC

    Sure.   Is it all pre-tax?  Just enter it as IRA income.